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Vanguard Short-Term Treasury ETF
VGSH

Overview Fund Activity

728 hedge funds and large institutions have $12.3B invested in Vanguard Short-Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 264 increasing their positions, 218 reducing their positions, and 74 closing their positions.

Holders
728
Holders Change
+76
Holders Change %
+11.66%
% of All Funds
11.75%
Holding in Top 10
114
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.62%
% of All Funds
1.84%
New
164
Increased
264
Reduced
218
Closed
74
Calls
$4.96M
Puts
$556K
Net Calls
+$4.4M
Net Calls Change
-$12.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.04B
2
Brown Advisory
2
Brown Advisory
Maryland
$241M
3
Wells Fargo
3
Wells Fargo
California
$379M
4
HWM
4
HB Wealth Management
Georgia
$150M
5
Charles Schwab
5
Charles Schwab
California
$116M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.21B
2
AssetMark Inc
2
AssetMark Inc
California
$11.8M
3
TOTSC
3
Trustees of the Smith College
Massachusetts
$0
4
Bank of America
4
Bank of America
North Carolina
$420M
5
UBS Group
5
UBS Group
Switzerland
$256M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.21B 21,003,741 -9,960,175 -32%
Morgan Stanley
2
Morgan Stanley
New York
$1.04B 17,907,581 +5,538,792 +45%
WL
3
WIT LLC
District of Columbia
$996M 17,224 – –
Bank of America
4
Bank of America
North Carolina
$420M 7,265,301 -1,324,908 -15%
State Street
5
State Street
Massachusetts
$405M 7,000,000 – –
Wells Fargo
6
Wells Fargo
California
$379M 6,561,154 +2,598,031 +66%
OWM
7
Orgel Wealth Management
Wisconsin
$298M 5,149,331 +881,447 +21%
Goldman Sachs
8
Goldman Sachs
New York
$284M 4,906,567 +1,029,299 +27%
UBS Group
9
UBS Group
Switzerland
$256M 4,431,693 -1,104,746 -20%
Brown Advisory
10
Brown Advisory
Maryland
$241M 4,172,094 +3,587,175 +613%
AWA
11
Arete Wealth Advisors
Illinois
$204M 3,525 -1,048 -23%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$197M 3,399,135 +1,620,838 +91%
BTI
13
Blue Trust Inc
Georgia
$191M 3,299,664 +1,187,953 +56%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$169M 2,927,622 +1,177,877 +67%
HWM
15
HB Wealth Management
Georgia
$150M 2,602,240 +2,569,786 +7,918%
Ameriprise
16
Ameriprise
Minnesota
$147M 2,633,278 -327,978 -11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$117M 2,016,224 +319,849 +19%
Charles Schwab
18
Charles Schwab
California
$116M 2,012,035 +2,012,035 New
MERSOM
19
Municipal Employees' Retirement System of Michigan
Michigan
$113M 1,946,764 +156,400 +9%
VA
20
Valmark Advisers
Ohio
$109M 1,879,139 -497,172 -21%
LPL Financial
21
LPL Financial
California
$106M 1,826,808 +557,955 +44%
ST
22
Smithfield Trust
Pennsylvania
$103M 1,779,600 +136,356 +8%
EPM
23
Elm Partners Management
Pennsylvania
$101M 1,738,755 +348,883 +25%
M&T Bank
24
M&T Bank
New York
$95.6M 1,653,623 -1,024,354 -38%
HCM
25
Hilton Capital Management
New York
$92.1M 1,592,999 – –
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